The investment seeks capital appreciation over the long term with low volatility and low correlation to the equity markets. The fund, a non-diversified investment company, pursues its investment objective by investing in multiple alternative investment strategies. The strategies employed by the fund include Long/Short Equity Strategy, Relative Value-Long/Short Debt Strategy, Equity Option Strategy, Tactical Allocation Strategy (which involves using market trend indicators to determine whether the fund should take aggressive, neutral or defensive market positions), and Real Assets/Commodity Strategy. It is non-diversified.
Fund filings (PDF) »
Gerald Sullivan (Started: Jun 1, 2011)
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USA Mutuals, Plaza Of The Americas, 700 N Pearl Street, Suite 900, Dallas TX 75201, USA